CAM

Congress Asset Management Portfolio holdings

AUM $15B
1-Year Est. Return 31.1%
This Quarter Est. Return
1 Year Est. Return
+31.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.4B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$99.4M
3
+$87.8M
4
GWRE icon
Guidewire Software
GWRE
+$85.5M
5
CYBR icon
CyberArk
CYBR
+$84.6M

Top Sells

1
+$123M
2
+$121M
3
+$119M
4
VVV icon
Valvoline
VVV
+$119M
5
CHD icon
Church & Dwight Co
CHD
+$109M

Sector Composition

1 Technology 27.88%
2 Healthcare 15.6%
3 Industrials 14.11%
4 Financials 11.21%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.99M 0.04%
+59,114
227
$4.99M 0.04%
178,400
-13,141
228
$4.77M 0.04%
60,941
-3,156
229
$4.66M 0.03%
1,131,130
-4,712
230
$4.62M 0.03%
+61,816
231
$4.61M 0.03%
139,903
-8,033
232
$4.57M 0.03%
158,984
-540
233
$4.53M 0.03%
430,987
-2,072
234
$4.42M 0.03%
795,006
-5,376
235
$4.39M 0.03%
432,912
-2,054
236
$4.38M 0.03%
201,255
-13,308
237
$4.29M 0.03%
82,648
-2,627
238
$4.04M 0.03%
136,263
-702
239
$4.03M 0.03%
216,943
-1,582
240
$4.02M 0.03%
52,370
-357
241
$3.95M 0.03%
884,754
-2,852
242
$3.74M 0.03%
384,356
-1,330
243
$3.57M 0.03%
85,200
-469
244
$3.45M 0.03%
67,532
-139
245
$3.34M 0.03%
115,739
-3,132
246
$3.28M 0.02%
4,027
-203
247
$3.2M 0.02%
70,633
-1,883
248
$3.16M 0.02%
68,781
-354
249
$3.13M 0.02%
101,956
-1,928
250
$3.05M 0.02%
52,898
-732
8 9
10
11 12